Research Shows How Sales and Marketing Automation Platforms Boost LO Productivity


How important is it for loan officers to have sales and marketing automation technology that enables them to engage with borrowers through every stage of the mortgage lifecycle?

A recent study from Forrester Research shows that LOs using Total Expert’s sales and marketing automation platform see steady increases in the number of loans closed each year.

Specifically, the research shows that the number of loans closed per loan officer after implementing the software increases to 3.28 in year one, 4.59 in year two and 5.9 in year three and beyond.

The research also shows the potential ROI organizations can realize by deploying the Total Expert Marketing Operating System (MOS).

Financial services firms experience a risk-adjusted, quantifiable financial benefit of $6,141,770 over three years and an average ROI of 321%, resulting in the Total Expert MOS paying for itself in a period of less than nine months, the commissioned research shows.

The research further shows that LOs realize increased productivity as a result fo the platform.

”By modernizing their marketing and sales technology with Total Expert, our customers leverage the power of their data to scale consistent, value-driven customer journeys that deliver the right message, at the right time, across the right channel with every engagement,” says Joe Welu, CEO of Total Expert, in a release. “This study supports our belief that by empowering financial services organizations to drive business outcomes they can humanize experiences and drive growth.”

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